MCP Tool Reference

Tool Summary

Tool	Scope	Description
list_leads	leads:read	List leads with filters
get_lead	leads:read	Get a lead by ID
create_lead	leads:write	Create a new lead
update_lead	leads:write	Update lead fields
list_appointments	appointments:read	List appointments with filters
create_appointment	appointments:write	Book an appointment
list_tasks	tasks:read	List tasks with filters
create_task	tasks:write	Create a task
get_conversation	conversations:read	Get message history for a lead
send_message	messages:write	Send SMS to a lead
get_org	org:read	Get organization config

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Leads

list_leads

List leads in your organization with optional filters.

Parameter	Type	Required	Description
status	string	No	Filter by status
temperature	string	No	Filter: cold, warm, hot
search	string	No	Search by name, email, or phone
limit	integer	No	Max results (1-100, default 20)

get_lead

Get a single lead by UUID.

Parameter	Type	Required	Description
id	UUID	Yes	Lead ID

create_lead

Create a new lead.

Parameter	Type	Required	Description
first_name	string	Yes	First name
last_name	string	No	Last name
phone	string	No	Phone number
email	string	No	Email address
company	string	No	Company name
notes	string	No	Notes

update_lead

Update an existing lead.

Parameter	Type	Required	Description
id	UUID	Yes	Lead ID
first_name	string	No	First name
last_name	string	No	Last name
phone	string	No	Phone
email	string	No	Email
status	string	No	Status
temperature	string	No	cold, warm, hot
notes	string	No	Notes

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Appointments

list_appointments

List appointments with optional filters.

Parameter	Type	Required	Description
status	string	No	Filter: scheduled, confirmed, completed, cancelled, no_show
lead_id	UUID	No	Filter by lead
limit	integer	No	Max results (1-100, default 20)

create_appointment

Book an appointment for a lead.

Parameter	Type	Required	Description
lead_id	UUID	Yes	Lead to book for
start_time	ISO 8601	Yes	Start time
end_time	ISO 8601	Yes	End time
type	string	No	Appointment type
location	string	No	Location
notes	string	No	Notes

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Tasks

list_tasks

List tasks with optional filters.

Parameter	Type	Required	Description
status	string	No	Filter: open, in_progress, completed, cancelled
assigned_to	UUID	No	Filter by assigned user
limit	integer	No	Max results (1-100, default 20)

create_task

Create a new task.

Parameter	Type	Required	Description
title	string	Yes	Task title
description	string	No	Description
priority	string	No	low, medium, high, urgent (default: medium)
due_date	ISO 8601	No	Due date
contact_id	UUID	No	Link to contact

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Conversations

get_conversation

Get the message history for a lead.

Parameter	Type	Required	Description
lead_id	UUID	Yes	Lead ID
limit	integer	No	Max messages (1-100, default 100)

Returns messages in chronological order (oldest first).

send_message

Send an SMS message to a lead. Compliance-checked before sending.

Parameter	Type	Required	Description
lead_id	UUID	Yes	Lead to message
body	string	Yes	Message text (1-1600 chars)

Caution

If the lead has opted out of SMS (sms_opted_out: true) or is on the Do Not Call list (on_dnc_list: true), the tool returns: "Compliance check failed — message not sent"

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Organization

get_org

Get your organization’s configuration. Read-only.

No parameters required. Returns org name, business hours, AI agent config, plan tier, and timezone.

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Differences from REST API

The MCP tools are a subset of the REST API with simplified interfaces:

Feature	REST API	MCP Tools
Pagination	Full (page, limit, sort_by, sort_dir)	Simplified (limit only)
Lead filtering	status, temperature, search, date range, sort	status, temperature, search
Appointment filtering	status, lead_id, date range, sort	status, lead_id
Task filtering	status, assigned_to, contact_id, due_before	status, assigned_to
Lead creation fields	15+ fields	6 core fields
Error format	JSON error envelope	Text content block
Scope denial	JSON 403 response	Text message in tool result

For full filtering, pagination, and field control, use the REST API directly.